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SBI EXCLUSIF WEALTH MANAGEMENT

SBI EXCLUSIF WEALTH MANAGEMENT

INTRODUCING THE US
IN EVERY CUSTOMER'S TRUST

SBI – a financial house of excellence!

Recognised nationwide as the country's largest bank and globally accredited as a Fortune 500 Company, we pride ourselves on a legacy of values that not only defines what we are, but who we are.

Growing by leaps & bounds spanning over 24,000 branches and earning the loyalty of over 30 Crorecustomers along the way, bringing you banking beyond business continues to be our motto.

As an elite member of society, you truly belong to a distinct league of your own. Suffice to say, a person of your stature deserves privileged services. So when it comes to your wealth creation, why not bank with us on a valuable proposition where exclusivity and the extraordinary go hand-in-hand – SBI Exclusif!

We bring you a world of opportunity to meet your financial needs and welcome you to a comprehensive gamut of products & services, tailor-made for you and backed by best-in-class expertise.

A dedicated group of experts comprising of seasoned Investment Counsellors having in-depth knowledge of diverse products

Executives who are available for pickup & delivery of documents right at your doorstep, thus giving you a chance to avoid long queues & minimize traffic travails

This team is available to you across both our service channels – the fully digital ‘e-Wealth Centre’ or the more traditional ‘Exclusif-enabled branch’ situated near your home branch.

And whether you opt for our Exclusif e-Wealth Centre or Exclusif-enabled branch, rest assured that you will be our utmost priority at all times.

PRODUCTS

ENJOY THE PERKS OF A STATURE
THAT SETS YOU A CLASS APART!

A wide range of Exclusif privileges
to complement your lifestyle

As a member of our Exclusif class of customers, besides making safe bank deposits, enjoying enhanced limits and benefitting from reduced charges through a special “Wealth Savings account", you are also entitled to:

C. Lifestyle Privileges:

* SBI Signature Elite Credit Card (Subject to approval); that brings you a Priority Pass membership, up to 75% off at more than 55,000 Hotels & Villas across the world, concierge services and much more!

*You may also use your accumulated reward points to pay off any outstanding on the card, including the annual fee

OFFERS

Earn 5X Reward Points whenever you choose to buy a product or pay for a service using your Visa Signature Debit Card.

SBI Rewardz is SBI Group's Loyalty Program for SBI Debit Card holders. The program rewards these customers for making payments with their Debit Cards. Every SBI Debit Card holder is pre-enrolled as a SBI Rewardz member and is eligible to earn redeemable SBI Rewardz Points every time he/she uses the Debit Card for any payment. These SBI Rewardz Points get accumulated on the Debit Card and can be redeemed for online & in-store shopping. Air/Bus/Movie ticket booking, Mobile/DTH recharge and much more. Customers can redeem SBI Rewardz Points 24X7 by visiting SBI Rewardz or by calling customer care at 60008500 (Mon to Sat from 9 AM to 9 PM and on Sunday 9 AM to 6 PM). For any queries/issues, please call the customer care number.

EXPERTISE IN FINANCIAL SERVICES

KNOWLEDGE IS THE KEY TO
UNLOCKING VALUABLE OPPORTUNITIES

Apply it to your advantage as our team of specialists
decode various investment opportunities for you!

From seeking the wisdom of market experts through industry tie-ups to capitalizing on a robust service infrastructure, it is our agenda to bring you best-in-class financial products by providing the following:

A source of support that will assist with tasks related to building your portfolio and status checks at regular intervals

A range of investment options across all asset classes with an aim to meet your financial goals based on current market trends & opportunities

A strategic 360 degree investment report that not only monitors current scenarios, but also shares our house view/market outlook

* Comprehensive financial advisory will be rolled out in due course of time

DIGITAL BANKING

USER-FRIENDLY. CUTTING-EDGE. HASSLE-FREE.

An all-in-one window of opportunity
to manage your finances on-the-go!

Short on time with a lengthy bank queue ahead? Searching for troubleshoot support on an online transaction? Thinking of a way to bank within your comfort zone? Need to access important information at a moment's notice? Wishing the future was now?

It's time you seize the advantage of gaining a winning edge in today's fast-paced world as SBI Exclusif pioneers a digital platform that brings you:

Products and services will be offered subject to prevailing rules and regulations in force.

Some of the services may be subject to additional charges. These will be disclosed to the customer before levying such charges

SBI has selected certain third party service providers after thorough due diligence. SBI may refer customers to these third party providers, purely on a referral basis, and SBI will not be responsible for any deficiency in the services provided by these third party service providers.

All products/services may not be available at all centres

IMPORTANT INFORMATION

So Let Us Embark On This
Exclusif Journey Together!

SBI Exclusif is available in Ahmedabad, Bengaluru, Bhopal, Chandigarh, Chennai, Delhi, Hyderabad, Indore, Kochi, Kolkata,Mumbai, Pune and Thiruvananthapuram. Roll-out at other cities is underway. Please watch this space for further details. Interested eligible individuals may register on the form placed at the top of this page or send an email to exclusif@sbi.co.in, indicating their location, preferred mode of contact and contact details, and whether an existing customer of SBI or not. We shall contact you prior to roll-out at your location.

Q1. What is SBI Exclusif Wealth Management services?

A1. SBI Exclusif is a new set of services designed to give our wealth customers the following benefits -

Unique Relationship Manager Model (RM ) backed by a team of experts. There are 2 options a customer may avail :

First ever fully digital ‘e-Wealth Centre’ that provides a dedicated remote RM who is empowered to perform transactions as also to connect you to an expert team. You can reach him/her through Call/ Video Call

Traditional RM – you can schedule appointments, call and also visit him/her at an SBI Exclusif Hub. He/she is also enabled to provide you transaction services and Investment Products

Note: In either option, services that were available to Customers from the Bank branches will continue to be available as before. There is no change in Customers’ home branch.

Q2. Who can sign up?

A2. These services are only available to the customers who have been signed up for these services. Presently, the services are available only at Ahmedabad, Bengaluru, Bhopal, Chandigarh, Chennai, Delhi, Hyderabad, Indore, Kochi, Kolkata, Mumbai, Pune and Thiruvananthapuram. Services will be extended to other select cities gradually.

Exclusif services for our NRI customers will be launched shortly. Services for non-individual entities like trusts, corporates and partnerships, etc. may be rolled out in future.

Currently, the services are available to customers with their home branch in Ahmedabad, Bengaluru, Bhopal, Chandigarh,Chennai, Delhi, Hyderabad, Indore, Kochi, Kolkata, Mumbai, Pune and Thiruvananthapuram.We plan to rollout to various other locations within the country in a phased manner.

Q3.How do I sign up?

To register your interest in signing up for SBI Exclusif Wealth Management services, please register on the form at the top of this page or write to us at exclusif@sbi.co.in

Even if you are not having account with us in Ahmedabad, Bengaluru, Bhopal, Chandigarh, Chennai, Delhi, Hyderabad, Indore,Kochi, Kolkata, Mumbai, Pune and Thiruvananthapuram. or elsewhere, but are interested in knowing more about / signing up for our Exclusif Services, please get in touch with us.

Q4. What are the charges or fees associated with signing up for SBI Exclusif?

A4. SBI Exclusif comes to you at no additional cost. In fact, it offers a host of discounts and waiver on existing charges by the Bank. However, some of the services (especially those offered by third party service providers) may be subject to additional charges. These will be disclosed to the customer before offering such services.

Q5. Feedback mechanism –

A5. In case you would like to provide any feedback or have any grievance regarding our SBI Exclusif wealth management services, please share your comments/feedback / grievance with us. In case you are not satisfied, you may escalate the matter to

Q6. Where are these services available?

A6. Presently these services have been launched in Ahmedabad, Bengaluru, Bhopal, Chandigarh, Chennai, Delhi, Hyderabad, Indore, Kochi, Kolkata, Mumbai, Pune and Thiruvananthapuram. These will be rolled out to select cities shortly.